CRM
Lead, Opportunity, Campaign and Contract — the pre-sales funnel that feeds Quotation and Customer.
Pre-sales funnel: Lead, Opportunity, Prospect, Contract, and appointment scheduling.
What it does
CRM is everything before a Customer exists. A Lead is an unqualified contact; qualifying it produces an Opportunity with an expected value and a sales stage; winning it produces a Quotation and, eventually, a Customer. Prospect groups several leads and contacts at one organisation, while Campaign, Email Campaign and Appointment cover outreach and scheduling.
Key features
- Lead and Prospect — capture from web forms or email, with lead source and territory attribution.
- Opportunity — sales stage, probability, expected close date and value; converts to Quotation.
- Sales funnel — stage-wise pipeline reporting from Opportunity data.
- Campaigns — Campaign and Email Campaign with scheduled email schedules against a lead or contact.
- Appointment — public booking slots that create a calendar Event and notify the assigned agent.
- Contract — a signed agreement with fulfilment terms, linked polymorphically to any party.
Entity relationships
Each diagram below is one connected cluster of entities. Edges are labelled with the fieldname that carries them — see relationship notation for how to read the crow’s feet.
Opportunity
Opportunity represents a qualified sales pursuit and connects its source and classification to the market segment, type, and stage used to manage the deal.
Direct pairs
Entity pairs whose only intra-module relationship is to each other.
Document composition
Parent documents and the child tables they own.
| Parent | Table field | Child table | Req |
|---|---|---|---|
| Campaign | campaign_schedules |
Campaign Email Schedule | |
| Contract | fulfilment_terms |
Contract Fulfilment Checklist | |
| Contract Template | fulfilment_terms |
Contract Template Fulfilment Terms | |
| Lead | notes |
CRM Note | |
| Opportunity | competitors |
Competitor Detail | |
| Opportunity | items |
Opportunity Item | |
| Opportunity | lost_reasons |
Opportunity Lost Reason Detail | |
| Opportunity | notes |
CRM Note | |
| Prospect | leads |
Prospect Lead | |
| Prospect | notes |
CRM Note | |
| Prospect | opportunities |
Prospect Opportunity |
Entity reference
Transactions
1 entity — submittable business documents that post ledger entries.
Masters
12 entities — reference data with an independent lifecycle.
Child tables
9 entities — row sets owned by exactly one parent document.
Related modules
Selling
Customer, Quotation and Sales Order — the order-to-cash chain up to the point a Delivery Note or Sales Invoice is raised.
Support
Issue tracking with Service Level Agreements, issue types, priorities and warranty claims.
Setup
Company, Item Group, UOM, Territory, Employee and the other cross-cutting masters every other module links to.